OMF Financial Consultant (Grahamstown)

Old Mutual South Africa; Makhanda; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services firm is seeking a motivated individual for a customer-focused role in Makhanda, Eastern Cape. The successful candidate will provide advice on financial products, ensuring exceptional service and maintaining accurate customer data. Strong communication and interpersonal relationship skills are essential, along with a National Certification. This position offers opportunities for networking and business development, while adhering to compliance standards. Closing date for applications is January 11, 2026.

Qualifications

• Proven ability to build and manage customer relationships.
• Strong communication skills are essential.
• Sales experience in a customer service role is preferred.

Responsibilities

• Provide customer service and handle inquiries effectively.
• Assess compliance with established standards.
• Develop customer relationships through proactive communication.
• Ensure data accuracy in customer management systems.

Skills

Ability to Sell

Communication

Customer Centric Selling

Interpersonal Relationship Management

Sales

Education

National Certification (Nat Cert)

Job description

Overview

Let\'s Write Africa\'s Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Responsibilities

• Customer Service: Carry out standard customer service activities and handle simple customer inquiries.
• Solutions Analysis: Assess compliance with established standards and protocols for routine inquiries.
• Receiving Visitors: Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Customer Relationship Management (CRM) Data: Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
• Customer Needs Clarification: Interview the customer, following a multilevel sales script, to clarify the customer\'s requirements.
• Customer Relationship Development / Prospecting: Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
• Operational Compliance: Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Business Development: Carry out routine business development support tasks and assist others by following established procedures.
• Sales Opportunities Creation: Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Data Exploration: Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• Network of Influence: Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Skills

• Ability to Sell (Inactive)
• Communication
• Company Policies
• Credit Policies
• Customer Centric Selling
• Digital Savvy (Inactive)
• Interpersonal Relationship Management
• Numeracy
• Sales

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

• National Certification (Nat Cert) (Required)

Closing Date

11 January 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!